Mount Yale Investment Advisors’s Otter Tail OTTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$141K	Buy	+1,824	New	+$141K	0.01%	600
2018 Q3	–	Sell	-200	Closed	-$10K	–	984
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	866
2018 Q1	$9K	Buy	+200	New	+$9K	﹤0.01%	854